Client Relations Marketing Coordinator

Advanced Wealth Management Group; Minneapolis (MN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Team-oriented environment

Growth opportunities

Job summary

Advanced Wealth Management Group in Edina, MN is seeking a Client Relations & Marketing Coordinator to be the face of the office and drive client communications. The full-time, in-office role splits time between welcoming clients and coordinating the marketing that keeps AWMG visible in the community.

The role supports client experience and communications, including newsletters, events, social content, and brand-consistent materials.

Qualifications

• 3+ years in a front desk, client service, office coordinator, or marketing coordinator role
• Warm, polished presence in person and on the phone
• Strong writing skills for newsletters, emails, and social posts
• Experience planning events or coordinating projects with several moving parts
• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)
• Experience with at least one email marketing or design tool (e.g., Constant Contact, Mailchimp, Canva)
• Discretion in handling confidential client information
• High school diploma or equivalent
• Ability to pass a background check

Responsibilities

• Greet clients and guests, offer refreshments, and prepare conference rooms for meetings
• Answer and route incoming calls and general email with warmth and professionalism
• Schedule client appointments and send confirmations and reminders
• Manage mail, deliveries, office supplies, and vendor visits
• Keep the reception area and meeting spaces polished and client-ready
• Coordinate client appreciation events and educational seminars, from venue and invitations to RSVPs and follow-up
• Draft and schedule client newsletters, email campaigns, and social media posts
• Update website content and maintain marketing materials using AWMG brand standards
• Track event attendance, campaign results, and referral sources
• Route all marketing content through the firm's compliance review before it is published
• Coordinate client milestone touches such as birthday and retirement cards and holiday mailings

Skills

Client communication

Event planning

Professional presence

Strong writing

Organizational skills

Background check ready

Education

High school diploma or equivalent

Associate's or bachelor's degree in marketing/communications or related field

Tools

Microsoft 365 (Outlook, Word, Excel, PowerPoint)

Email marketing tools (Constant Contact, Mailchimp, Canva)

CRM software (Redtail, Wealthbox, Salesforce)

Job description

Job Description

Job Description

Job Title: Client Relations & Marketing Coordinator
Location: Edina, MN
Firm: Advanced Wealth Management Group

About the Role

Advanced Wealth Management Group (AWMG) is hiring a Client Relations & Marketing Coordinator to be the face of our Edina office and the engine behind our client communications. This full-time, in-office role splits its time between welcoming clients and coordinating the marketing that keeps AWMG visible in the community.

AWMG is a fiduciary wealth management firm serving pre-retirees and retirees with retirement income, tax-efficient distribution planning, Social Security strategy, and estate planning. Our clients are making some of the biggest decisions of their lives, and the first person they meet sets the tone. We're looking for someone warm, organized, and creative who takes pride in every detail of the client experience.

Front desk and client experience

• Greet clients and guests, offer refreshments, and prepare conference rooms for meetings
• Answer and route incoming calls and general email with warmth and professionalism
• Schedule client appointments and send confirmations and reminders
• Manage mail, deliveries, office supplies, and vendor visits
• Keep the reception area and meeting spaces polished and client-ready

Marketing and communications

• Coordinate client appreciation events and educational seminars, from venue and invitations to RSVPs and follow-up
• Draft and schedule client newsletters, email campaigns, and social media posts
• Update website content and maintain marketing materials using AWMG brand standards
• Track event attendance, campaign results, and referral sources
• Route all marketing content through the firm's compliance review before it is published
• Coordinate client milestone touches such as birthday and retirement cards and holiday mailings

Required Qualifications

• 3+ years of experience in a front desk, client service, office coordinator, or marketing coordinator role
• A warm, polished, professional presence in person and on the phone
• Strong writing skills for newsletters, emails, and social posts
• Experience planning events or coordinating projects with several moving parts
• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)
• Experience with at least one email marketing or design tool (e.g., Constant Contact, Mailchimp, Canva)
• Discretion in handling confidential client information
• High school diploma or equivalent
• Ability to pass a background check

Preferred Qualifications

• Experience in financial services, wealth management, insurance, accounting, or another professional services firm
• Familiarity with marketing compliance review in a regulated industry
• Experience managing business social media accounts (LinkedIn, Facebook)
• Experience with a CRM (e.g., Redtail, Wealthbox, Salesforce)
• Associate's or bachelor's degree in marketing, communications, or a related field

Compensation & Benefits

• Competitive salary based on experience
• Supportive and team-oriented work environment
• Opportunity to grow within the firm

This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.